En esta página
ALRS Alerus Financial Corporation - Common Stock
NASDAQ · Financial Services · Ver en SEC EDGAR ↗ 10-K/10-Q Ago 3, 2026
$32,24
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$20,31mínimo 52 semanas
$34,40máximo 52 semanas
Capitalización Bursátil (MRQ)
$806M
P/E
47.4
BPA
$0.68
tus insignias
Rango 52S
$20–$34
Calificación del Analista
HOLD
Precio Objetivo
$35
P/E
47.4
ROE
3.3%
Margen de Beneficio Neto
7.8%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
ALRS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$32.24
Capitalización Bursátil (MRQ)
$806M
P/E
47.4
BPA
$0.68
Rendimiento div.
2.5%
ROE
3.3%
Deuda/Capital (MRQ)
0.6
Rango 52S
$20–$34
ALRS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 15 de septiembre de 2014 | 3-for-1 | Adelante |
| 12 de abril de 2004 | 2-for-1 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
BPA$0.682023-12-31 → 2025-12-31
Flujo de caja libre$59M2023-12-31 → 2025-12-31
Margen neto7.8%2023-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | ALRS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 47.4 | · | 27.5 | Sobrevalorado | |
| P/S | 3.7 | · | 1.1 | Sobrevalorado | |
| P/C (MRQ) | 1.4 | · | 1.3 | Valor razonable | |
| EV / EBITDA | 69.2 | · | · | · | |
| Precio / FCF (TTM) | 9.0 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 8.4 | · | 7.9 | Valor razonable | |
| EV / Revenue (EV / Ingresos) | 4.7 | · | · | · | |
| EV / FCF | 18.0 | · | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 1.5 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | ALRS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 6.8% | · | 4.4% | Débil | |
| Pretax Margin (Margen antes de impuestos) | 10.1% | · | 11.3% | De primer nivel | |
| Net Profit Margin (Margen de Beneficio Neto) | 7.8% | · | 7.9% | De primer nivel | |
| ROA | 0.33% | · | 0.17% | De primer nivel | |
| ROE | 3.3% | · | 1.8% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | ALRS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.6 | · | 0.1 | Deuda alta |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | ALRS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 1.1% | · | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 2.1% | · | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | -0.77% | · | · | · | |
| EPS YoY (EPS interanual) | -18.1% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -1.9% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -31.3% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -23.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -24.2% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -17.2% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | ALRS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.0 | · | 0.0 | En línea |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo2.5%
Ratio de Pago119.4%
Pago anualizado≈$0.88
CAGR de Dividendos a 5 años≈7.0%
Racha de Crecimiento≈21
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 25, 2026 | $0,22 | USD | ≈2.7% |
| Jun 26, 2026 | $0,22 | USD | ≈2.8% |
| Mar 27, 2026 | $0,21 | USD | ≈3.6% |
| Dic 26, 2025 | $0,21 | USD | ≈3.8% |
| Sep 26, 2025 | $0,21 | USD | ≈3.6% |
| Jun 27, 2025 | $0,21 | USD | ≈3.7% |
| Mar 14, 2025 | $0,20 | USD | ≈4.4% |
| Dic 27, 2024 | $0,20 | USD | ≈4.1% |
| Sep 13, 2024 | $0,20 | USD | ≈3.6% |
| Jun 14, 2024 | $0,20 | USD | ≈4.2% |
| Mar 14, 2024 | $0,19 | USD | ≈3.5% |
| Dic 26, 2023 | $0,19 | USD | ≈3.3% |
| Sep 14, 2023 | $0,19 | USD | ≈3.9% |
| Jun 14, 2023 | $0,19 | USD | ≈4.1% |
| Mar 14, 2023 | $0,18 | USD | ≈4.4% |
| Dic 22, 2022 | $0,18 | USD | ≈3.0% |
| Sep 29, 2022 | $0,18 | USD | ≈3.1% |
| Jun 16, 2022 | $0,18 | USD | ≈2.9% |
| Mar 17, 2022 | $0,16 | USD | ≈2.2% |
| Dic 22, 2021 | $0,16 | USD | ≈2.2% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
133.4%
Próximo informe
Oct 28, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 27, 2026 | $0.81 | $0.78 | 3.7% |
| 31 de marzo de 2026 | $0.89 | $0.60 | 48.4% | |
| 31 de diciembre de 2025 | $1.38 | $0.18 | 681.0% | |
| 30 de septiembre de 2025 | $0.65 | $0.60 | 7.9% | |
| 30 de junio de 2025 | $0.78 | $0.56 | 39.5% | |
| 31 de marzo de 2025 | $0.52 | $0.43 | 20.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $77M | $16M | $6M | $12M | $19M | $12M | $8M | |
| Interest Income | $280M | $222M | $165M | $116M | $93M | $96M | $93M | $88M | $76M | |
| Pretax Income | $23M | $23M | $16M | $52M | $69M | $59M | $39M | $33M | $33M | |
| Income Tax | $5M | $5M | $4M | $12M | $16M | $14M | $9M | $7M | $18M | |
| Net Income | $17M | $18M | $12M | $40M | $53M | $45M | $30M | $26M | $15M | |
| EPS (Basic) | $0.69 | $0.84 | $0.59 | $2.12 | $3.02 | $2.57 | $1.96 | $1.88 | $1.10 | |
| EPS (Diluted) | $0.68 | $0.83 | $0.58 | $2.10 | $2.97 | $2.52 | $1.91 | $1.84 | $1.07 | |
| Shares (Basic) | 25,380,000 | 21,047,000 | 19,922,000 | 18,640,000 | 17,189,000 | 17,106,000 | 14,736,000 | 13,763,000 | 13,653,000 | |
| Shares (Diluted) | 25,697,000 | 21,321,000 | 20,143,000 | 18,884,000 | 17,486,000 | 17,438,000 | 15,093,000 | 14,063,000 | 14,007,000 | |
| EBITDA | $15M | $10M | · | · | · | · | · | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $67M | $61M | $130M | $58M | $242M | $173M | $144M | · | · | |
| PP&E (Net) | $43M | $40M | $18M | · | · | $20M | $21M | $22M | · | |
| PP&E (Gross) | $92M | $85M | $69M | · | · | $66M | $64M | $63M | · | |
| Accum. Depreciation | $49M | $46M | $52M | · | · | $46M | $44M | $41M | · | |
| Goodwill | $86M | $86M | $47M | $47M | $31M | $30M | $27M | $27M | · | |
| Intangibles | $33M | $44M | $17M | $22M | $20M | $26M | $18M | $22M | · | |
| Total Assets | $5.23B | $5.26B | $3.91B | $3.78B | $3.39B | $3.01B | $2.36B | $2.18B | $2.14B | |
| Short-term Debt | $309M | $239M | $314M | $378M | · | · | $0 | $93M | · | |
| Total Liabilities | $4.67B | $4.77B | $3.54B | $3.42B | $3.03B | $2.68B | $2.07B | $1.98B | · | |
| Long-term Debt | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | · | |
| Total Debt | $309M | $239M | $314M | $378M | · | · | · | · | · | |
| Common Stock | $25M | $25M | $20M | $20M | $17M | $17M | $17M | $14M | · | |
| Paid-in Capital | $272M | $270M | $150M | $155M | $93M | $90M | $89M | $28M | · | |
| Retained Earnings | $270M | $274M | $273M | $280M | $254M | $212M | $178M | $159M | · | |
| AOCI | $-2M | $-73M | $-74M | $-99M | $-4M | $11M | $2M | $-4M | · | |
| Stockholders' Equity | $565M | $495M | $369M | $357M | $359M | $330M | $286M | $162M | $148M | |
| Liabilities + Equity | $5.23B | $5.26B | $3.91B | $3.78B | $3.39B | $3.01B | $2.36B | $2.18B | · | |
| Shares Outstanding | 25,406,278 | 25,344,803 | 19,734,077 | 19,991,681 | 17,212,588 | 17,125,270 | 17,049,551 | 13,775,327 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $10M | $9M | $8M | $9M | $9M | $9M | $9M | $10M | |
| Stock-based Comp | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $938.0K | |
| Deferred Tax | $6M | $-4M | $893.0K | $913.0K | $3M | $-4M | $337.0K | $-20.0K | $10M | |
| Amort. of Intangibles | $11M | $7M | $5M | $5M | $4M | $4M | $4M | $5M | $6M | |
| Other Non-cash | $26M | $4M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $68M | $22M | $27M | $103M | $150M | $-22M | $19M | $54M | $48M | |
| CapEx | $9M | $12M | $3M | $2M | $2M | $4M | $3M | $4M | $3M | |
| Investing Cash Flow | $77M | $-323M | $-50M | $-293M | $-418M | $-538M | $-66M | $-155M | $-205M | |
| Net Debt Issued | · | $0 | · | $-203.0K | $-50M | $-210.0K | $-230.0K | · | · | |
| Stock Repurchased | $737.0K | $276.0K | $7M | $738.0K | $712.0K | $482.0K | $2M | $356.0K | $294.0K | |
| Net Stock Activity | $-737.0K | $-276.0K | $-7M | $-738.0K | $-712.0K | $-482.0K | $-2M | · | · | |
| Dividends Paid | $21M | $15M | $15M | $13M | $11M | $10M | $9M | $7M | $7M | |
| Financing Cash Flow | $-138M | $232M | $95M | $6M | $337M | $590M | $150M | $20M | $72M | |
| Net Change in Cash | $6M | $-69M | $72M | $-184M | $69M | $29M | $103M | $-81M | $-85M | |
| Taxes Paid | $3M | $448.0K | $11M | $13M | $13M | $14M | $7M | $5M | $13M | |
| Free Cash Flow | $59M | $17M | $26M | $101M | $147M | $-26M | $16M | · | · | |
| Levered FCF | · | · | $-31M | $89M | $143M | $-35M | $2M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 7.8% | 8.0% | 7.0% | 19.0% | 22.5% | 19.2% | 15.7% | · | · | |
| Pretax Margin | 10.1% | 10.4% | 9.4% | 24.7% | 29.5% | 25.1% | 20.6% | · | · | |
| EBITDA Margin | 6.8% | 4.4% | · | · | · | · | · | · | · | |
| ROA | 0.33% | 0.37% | 0.30% | 1.1% | 1.6% | 1.7% | 1.3% | · | · | |
| ROE | 3.3% | 4.0% | 3.3% | 11.4% | 14.8% | 13.7% | 10.4% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.5 | 0.5 | 0.9 | 1.1 | · | · | · | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $22.24 | $19.55 | $18.71 | $17.85 | $20.88 | $19.28 | $16.76 | · | · | |
| Revenue / Share | $8.73 | $10.41 | $8.34 | $11.17 | $13.41 | $13.37 | $12.51 | · | · | |
| Cash Flow / Share | $2.63 | $1.36 | $1.44 | $5.45 | $8.53 | $-1.28 | $1.28 | · | · | |
| Cash / Share | $2.64 | $2.42 | $6.58 | $2.91 | $14.08 | $10.10 | · | · | · | |
| Dividend / Share | $0.83 | $0.79 | $0.75 | $0.70 | $0.63 | $0.60 | $0.57 | $0.53 | $0.48 | |
| EPS (TTM) | $0.68 | $0.83 | $0.58 | $2.10 | $2.97 | $2.52 | $1.91 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.1% | 32.1% | -20.3% | -10.0% | 0.54% | · | · | · | · | |
| Revenue CAGR 3Y | 2.1% | -1.8% | -10.3% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -0.77% | · | · | · | · | · | · | · | · | |
| EPS YoY | -18.1% | 43.1% | -72.4% | -29.3% | 17.9% | · | · | · | · | |
| EPS CAGR 3Y | -31.3% | -34.6% | -38.7% | · | · | · | · | · | · | |
| EPS CAGR 5Y | -23.1% | · | · | · | · | · | · | · | · | |
| Net Income YoY | -1.9% | 52.0% | -70.8% | -24.1% | 17.9% | · | · | · | · | |
| Net Income CAGR 3Y | -24.2% | -30.4% | -36.0% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -17.2% | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 14.9% | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $224M | $222M | $168M | $211M | $234M | $233M | $189M | · | · | |
| Net Income TTM | $17M | $18M | $12M | $40M | $53M | $45M | $30M | · | · | |
| Market Cap | $572M | $488M | $442M | $467M | $504M | $469M | $390M | · | · | |
| Enterprise Value | $814M | $665M | $626M | $787M | · | · | · | · | · | |
| P/E | 33.1 | 23.2 | 38.6 | 11.1 | 9.9 | 10.9 | 12.0 | · | · | |
| P/S | 2.5 | 2.2 | 2.6 | 2.2 | 2.1 | 2.0 | 2.1 | · | · | |
| P/B | 1.0 | 1.0 | 1.2 | 1.3 | 1.4 | 1.4 | 1.4 | · | · | |
| P / Tangible Book | 1.3 | 1.3 | 1.4 | 1.6 | 1.6 | 1.7 | · | · | · | |
| P / Cash Flow | 8.5 | 16.8 | 15.2 | 4.5 | 3.4 | -21.1 | 20.2 | · | · | |
| P / FCF | 9.7 | 29.4 | 17.1 | 4.6 | 3.4 | -18.0 | 23.8 | · | · | |
| EV / EBITDA | 53.1 | 67.6 | · | · | · | · | · | · | · | |
| EV / FCF | 13.8 | 40.1 | 24.3 | 7.8 | · | · | · | · | · | |
| EV / Revenue | 3.6 | 3.0 | 3.7 | 3.7 | · | · | · | · | · | |
| Dividend Yield | 3.6% | 3.2% | 3.4% | 2.7% | 2.1% | 2.2% | 2.3% | · | · | |
| Earnings Yield | 3.0% | 4.3% | 2.6% | 9.0% | 10.1% | 9.2% | 8.4% | · | · | |
| Payout Ratio | 119.4% | 86.9% | 126.7% | 32.0% | 20.4% | 23.2% | 30.2% | · | · | |
| Annual Payout | $21M | $15M | $15M | $13M | $11M | $10M | $9M | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | · | $29M | $27M | · | $22M | $18M | $14M | · | $4M | |
| Interest Income | $71M | $67M | $70M | $71M | $70M | $68M | $67M | $52M | $53M | $49M | $45M | $42M | $40M | $38M | $36M | $32M | |
| Pretax Income | $27M | $30M | $-43M | $22M | $26M | $18M | $-292.0K | $7M | $8M | $9M | $-18M | $12M | $12M | $10M | $15M | $13M | |
| Income Tax | $6M | $7M | $-10M | $5M | $6M | $4M | $-225.0K | $2M | $2M | $2M | $-3M | $2M | $3M | $2M | $4M | $3M | |
| Net Income | $21M | $23M | $-33M | $17M | $20M | $13M | $-67.0K | $5M | $6M | $6M | $-15M | $9M | $9M | $8M | $11M | $10M | |
| EPS (Basic) | $0.82 | $0.90 | $-1.28 | $0.66 | $0.79 | $0.52 | $-0.05 | $0.26 | $0.31 | $0.32 | $-0.73 | $0.46 | $0.45 | $0.41 | $0.53 | $0.48 | |
| EPS (Diluted) | $0.81 | $0.89 | $-1.27 | $0.65 | $0.78 | $0.52 | $-0.06 | $0.26 | $0.31 | $0.32 | $-0.72 | $0.45 | $0.45 | $0.40 | $0.54 | $0.47 | |
| Shares (Basic) | 25,081,000 | 25,380,000 | · | 25,395,000 | 25,368,000 | 25,359,000 | · | 19,788,000 | 19,777,000 | 19,739,000 | · | 19,872,000 | 20,033,000 | 20,028,000 | · | 19,987,000 | |
| Shares (Diluted) | 25,395,000 | 25,679,000 | · | 25,713,000 | 25,714,000 | 25,653,000 | · | 20,075,000 | 20,050,000 | 19,986,000 | · | 20,095,000 | 20,241,000 | 20,246,000 | · | 20,230,000 | |
| EBITDA | · | $3M | · | · | · | $4M | · | · | · | · | · | · | · | · | · | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $109M | $129M | $67M | $92M | $81M | $83M | $61M | $66M | $438M | $546M | · | $65M | $65M | $145M | · | $54M | |
| PP&E (Net) | $44M | $44M | $43M | $44M | $43M | $41M | $40M | $19M | · | · | · | · | · | · | · | · | |
| PP&E (Gross) | $92M | $94M | $92M | $93M | $90M | $87M | $85M | $64M | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $48M | $50M | $49M | $49M | $48M | $47M | $46M | $45M | · | · | · | · | · | · | · | · | |
| Goodwill | $86M | $86M | $86M | $86M | $86M | $86M | $86M | $47M | $47M | $47M | · | $47M | $47M | $47M | · | $46M | |
| Intangibles | $29M | $31M | $33M | $36M | $38M | $41M | $44M | $13M | $15M | $16M | · | $18M | $20M | $21M | · | $24M | |
| Total Assets | $5.29B | $5.29B | $5.23B | $5.33B | $5.32B | $5.34B | $5.26B | $4.08B | $4.36B | $4.34B | $3.91B | $3.87B | $3.83B | $3.89B | $3.78B | $3.69B | |
| Short-term Debt | $345M | $200M | $309M | $200M | $315M | $200M | $239M | $245M | $555M | $555M | · | $515M | $492M | $372M | · | $254M | |
| Total Liabilities | $4.71B | $4.71B | $4.67B | $4.78B | $4.79B | $4.83B | $4.77B | $3.70B | $3.99B | $3.97B | · | $3.52B | $3.48B | $3.53B | · | $3.35B | |
| Long-term Debt | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | $59M | · | $59M | $59M | $59M | · | $59M | |
| Total Debt | $345M | $200M | · | $200M | $315M | $200M | · | $245M | $555M | $555M | · | $515M | $492M | $372M | · | $254M | |
| Common Stock | $25M | $25M | $25M | $25M | $25M | $25M | $25M | $20M | $20M | $20M | · | $20M | $20M | $20M | · | $20M | |
| Paid-in Capital | $260M | $266M | $272M | $271M | $271M | $270M | $270M | $151M | $151M | $151M | · | $152M | $153M | $155M | · | $155M | |
| Retained Earnings | $303M | $288M | $270M | $308M | $297M | $282M | $274M | $279M | $278M | $275M | · | $291M | $286M | $281M | · | $273M | |
| AOCI | $-5M | $-4M | $-2M | $-54M | $-60M | $-63M | $-73M | $-63M | $-75M | $-74M | · | $-113M | $-101M | $-96M | · | $-103M | |
| Stockholders' Equity | $583M | $575M | $565M | $551M | $533M | $514M | $495M | $386M | $373M | $372M | $369M | $349M | $358M | $359M | $357M | $345M | |
| Liabilities + Equity | $5.29B | $5.29B | $5.23B | $5.33B | $5.32B | $5.34B | $5.26B | $4.08B | $4.36B | $4.34B | · | $3.87B | $3.83B | $3.89B | · | $3.69B | |
| Shares Outstanding | 24,985,815 | 25,214,146 | 25,406,278 | 25,396,686 | 25,388,848 | 25,365,662 | 25,344,803 | 19,790,005 | 19,777,796 | 19,776,786 | · | 19,847,706 | 19,914,884 | 20,066,807 | · | 19,987,274 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $4M | $4M | $4M | $4M | $3M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Stock-based Comp | $928.0K | $751.0K | $672.0K | $780.0K | $648.0K | $599.0K | $448.0K | $488.0K | $121.0K | $593.0K | $436.0K | $377.0K | $656.0K | $159.0K | $512.0K | $351.0K | |
| Deferred Tax | $3M | $3M | $-2M | $1M | $3M | $4M | $-2M | $-1M | $-676.0K | $0 | $36.0K | $0 | $-602.0K | $1M | $2M | $-2M | |
| Amort. of Intangibles | $2M | $2M | $2M | $3M | $3M | $3M | $3M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Other Non-cash | · | $-2M | · | · | · | $-14M | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $19M | $28M | $16M | $33M | $11M | $8M | $2M | $19M | $-13M | $12M | $2M | $13M | $12M | $-2M | $48M | $47M | |
| CapEx | $686.0K | $2M | $1M | $2M | $3M | $2M | $5M | $3M | $4M | $881.0K | $2M | $386.0K | $165.0K | $923.0K | $708.0K | $610.0K | |
| Investing Cash Flow | $-15M | $-2M | $76M | $23M | $26M | $-49M | $-93M | $-102M | $-105M | $-22M | $47M | $-51M | $-25M | $-17M | $-118M | $-26M | |
| Stock Repurchased | $7M | $7M | $219.0K | $342.0K | $49.0K | $127.0K | $44.0K | $76.0K | $3.0K | $153.0K | $2M | $1M | $3M | $361.0K | $41.0K | $0 | |
| Net Stock Activity | · | $-7M | · | · | · | $-127.0K | · | · | · | $-153.0K | · | · | · | $-361.0K | · | · | |
| Dividends Paid | $6M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Financing Cash Flow | $-24M | $35M | $-117M | $-45M | $-39M | $63M | $86M | $-289M | $10M | $426M | $16M | $38M | $-66M | $107M | $74M | $-4M | |
| Net Change in Cash | $-20M | $62M | $-25M | $11M | $-2M | $22M | $-5M | $-372M | $-108M | $416M | $65M | $-747.0K | $-80M | $87M | $4M | $17M | |
| Taxes Paid | $162.0K | $-47.0K | $432.0K | $2M | $500.0K | $1.0K | $188.0K | $86.0K | $173.0K | $1.0K | $4M | $3M | · | · | $4M | $4M | |
| Free Cash Flow | · | $26M | · | · | · | $6M | · | · | · | $11M | · | · | · | $-478.0K | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-9M | · | · | · | $-12M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 25.9% | 30.3% | · | 23.3% | 27.1% | 19.4% | · | 10.2% | 12.1% | 13.5% | · | 18.8% | 19.0% | 16.7% | · | 17.4% | |
| Pretax Margin | 33.8% | 39.9% | · | 30.3% | 35.2% | 25.5% | · | 13.4% | 15.8% | 17.9% | · | 23.6% | 24.2% | 21.4% | · | 22.7% | |
| EBITDA Margin | · | 4.3% | · | · | · | 5.6% | · | · | · | · | · | · | · | · | · | · | |
| ROA | 0.39% | 0.43% | · | 0.36% | 0.42% | 0.28% | · | 0.13% | 0.15% | 0.16% | · | 0.24% | 0.26% | 0.23% | · | 0.28% | |
| ROE | 3.7% | 4.2% | · | 3.6% | 4.5% | 3.0% | · | 1.4% | 1.7% | 1.8% | · | 2.6% | 2.7% | 2.4% | · | 2.8% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.6 | 0.3 | · | 0.4 | 0.6 | 0.4 | · | 0.6 | 1.5 | 1.5 | · | 1.5 | 1.4 | 1.0 | · | 0.7 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $23.34 | $22.79 | · | $21.68 | $21.00 | $20.27 | · | $19.53 | $18.87 | $18.79 | · | $17.60 | $17.96 | $17.90 | · | $17.25 | |
| Revenue / Share | $3.18 | $2.95 | · | $2.82 | $2.91 | $2.68 | · | $2.54 | $2.56 | $2.38 | · | $2.43 | $2.37 | $2.42 | · | $2.73 | |
| Cash Flow / Share | · | $1.08 | · | · | · | $0.30 | · | · | · | $0.60 | · | · | · | $0.02 | · | · | |
| Cash / Share | $4.36 | $5.11 | · | $3.62 | $3.19 | $3.27 | · | $3.33 | $22.15 | $27.60 | · | $3.26 | $3.29 | $7.23 | · | $2.71 | |
| Dividend / Share | $0.22 | $0.21 | $0.21 | $0.21 | $0.21 | $0.20 | $0.20 | $0.20 | $0.20 | $0.19 | $0.19 | $0.19 | $0.19 | $0.18 | $0.18 | $0.18 | |
| EPS (TTM) | $1.08 | $1.05 | · | $1.89 | $1.50 | $1.03 | · | $0.17 | $0.36 | $0.50 | · | $1.84 | $1.86 | $1.93 | · | $2.27 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $237M | $231M | · | $288M | $267M | $243M | · | $172M | $170M | $167M | · | $198M | $205M | $209M | · | $215M | |
| Net Income TTM | $28M | $27M | · | $50M | $39M | $25M | · | $3M | $7M | $10M | · | $37M | $38M | $38M | · | $42M | |
| Market Cap | $777M | $598M | · | $562M | $549M | $468M | · | $453M | $388M | $432M | · | $361M | $358M | $322M | · | $442M | |
| Enterprise Value | $1.01B | $669M | · | $670M | $783M | $585M | · | $632M | $505M | $441M | · | $812M | $785M | $549M | · | $641M | |
| P/E | 28.8 | 22.6 | · | 11.7 | 14.4 | 17.9 | · | 134.6 | 54.5 | 43.7 | · | 9.9 | 9.7 | 8.3 | · | 9.7 | |
| P/S | 3.3 | 2.6 | · | 2.0 | 2.1 | 1.9 | · | 2.6 | 2.3 | 2.6 | · | 1.8 | 1.7 | 1.5 | · | 2.1 | |
| P/B | 1.3 | 1.0 | · | 1.0 | 1.0 | 0.9 | · | 1.2 | 1.0 | 1.2 | · | 1.0 | 1.0 | 0.9 | · | 1.3 | |
| P / Tangible Book | 1.7 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.4 | 1.2 | 1.4 | · | 1.3 | 1.2 | 1.1 | · | 1.6 | |
| P / Cash Flow | · | 21.5 | · | · | · | 60.7 | · | · | · | 36.0 | · | · | · | 723.8 | · | · | |
| EV / Revenue | 4.3 | 2.9 | · | 2.3 | 2.9 | 2.4 | · | 3.7 | 3.0 | 2.6 | · | 4.1 | 3.8 | 2.6 | · | 3.0 | |
| Dividend Yield | 2.7% | 3.5% | · | 3.5% | 3.3% | 3.6% | · | 3.4% | 3.9% | 3.5% | · | 4.1% | 4.1% | 4.2% | · | 2.7% | |
| Earnings Yield | 3.5% | 4.4% | · | 8.5% | 6.9% | 5.6% | · | 0.74% | 1.8% | 2.3% | · | 10.1% | 10.3% | 12.0% | · | 10.3% | |
| Payout Ratio | · | 22.1% | · | · | · | 38.1% | · | · | · | 58.4% | · | · | · | 44.2% | · | · | |
| Annual Payout | $21M | $21M | · | $20M | $18M | $17M | · | $15M | $15M | $15M | · | $15M | $15M | $14M | · | $12M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Beneficio neto | $17M | · | · | $18M | · |
| EPS Diluido | $0.68 | · | · | $0.83 | · |
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.5 | · | · | 0.5 | · |
| Métrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $59M | · | · | $17M | · |
Propietarios institucionales (13F) 171 declarantes · $526.7M total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
171
Valor en tenencia
$526.7M
Nuevas posiciones
29
Posiciones cerradas
12
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 29 (+7 vs trimestre anterior) | 12 (+3 vs trimestre anterior) | 62 (+14 vs trimestre anterior) | 37 (-8 vs trimestre anterior) | +847K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| ALERUS FINANCIAL NA | $65 812 981 | 2 116 173 | 12,49% | Acciones |
| BlackRock, Inc. | $56 671 718 | 1 822 242 | 10,76% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $29 415 997 | 945 852 | 5,58% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $29 341 118 | 943 445 | 5,57% | Acciones |
| VANGUARD GROUP INC | $29 043 818 | 1 289 690 | 5,51% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $20 380 553 | 655 184 | 3,87% | Acciones |
| STATE STREET CORP | $17 573 503 | 561 249 | 3,34% | Acciones |
| GOLDMAN SACHS GROUP INC | $16 337 485 | 525 321 | 3,10% | Acciones |
| M3F, Inc. | $13 172 000 | 417 108 | 2,50% | Acciones |
| Stieven Capital Advisors, L.P. | $11 881 257 | 382 034 | 2,26% | Acciones |
| Phocas Financial Corp. | $11 014 221 | 354 155 | 2,09% | Acciones |
| BANC FUNDS CO LLC | $10 859 032 | 349 165 | 2,06% | Acciones |
| ENDEAVOUR CAPITAL ADVISORS INC | $10 559 010 | 339 518 | 2,00% | Acciones |
| AMERIPRISE FINANCIAL INC | $9 669 302 | 310 910 | 1,84% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $9 226 999 | 296 688 | 1,75% | Acciones |
| CHOREO, LLC | $9 120 539 | 293 265 | 1,73% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $8 636 097 | 277 688 | 1,64% | Acciones |
| MORGAN STANLEY | $7 384 145 | 237 432 | 1,40% | Acciones |
| GENDELL JEFFREY L | $7 268 070 | 233 700 | 1,38% | Acciones |
| GRACE & WHITE INC /NY | $7 203 651 | 228 108 | 1,37% | Acciones |
| ProShare Advisors LLC | $7 038 303 | 226 312 | 1,34% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6 524 158 | 209 780 | 1,24% | Acciones |
| NORTHERN TRUST CORP | $6 381 098 | 205 180 | 1,21% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6 378 392 | 205 093 | 1,21% | Acciones |
| MAIRS & POWER INC | $6 326 269 | 203 417 | 1,20% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $5 902 865 | 248 961 | 1,12% | Acciones |
| Qube Research & Technologies Ltd | $5 110 756 | 164 333 | 0,97% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $5 056 580 | 162 591 | 0,96% | Acciones |
| FEDERATED HERMES, INC. | $4 335 838 | 139 416 | 0,82% | Acciones |
| Keeley-Teton Advisors, LLC | $4 198 819 | 227 455 | 0,80% | Acciones |
| GABELLI FUNDS LLC | $4 190 321 | 134 737 | 0,80% | Acciones |
| Cutler Capital Management, LLC | $4 179 840 | 134 400 | 0,79% | Acciones |
| Bank of New York Mellon Corp | $3 869 272 | 124 414 | 0,73% | Acciones |
| Quantinno Capital Management LP | $3 867 223 | 124 348 | 0,73% | Acciones |
| Foundry Partners, LLC | $3 625 544 | 196 400 | 0,69% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3 387 288 | 108 916 | 0,64% | Acciones |
| Empowered Funds, LLC | $3 084 063 | 99 166 | 0,59% | Acciones |
| FIRST TRUST ADVISORS LP | $2 611 218 | 83 962 | 0,50% | Acciones |
| Trexquant Investment LP | $2 604 252 | 83 738 | 0,49% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 559 530 | 82 300 | 0,49% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 318 785 | 74 559 | 0,44% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2 213 917 | 71 187 | 0,42% | Acciones |
| FORTRESS FINANCIAL GROUP, LLC | $2 130 718 | 67 470 | 0,40% | Acciones |
| XTX Topco Ltd | $1 894 208 | 60 907 | 0,36% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $1 873 464 | 60 240 | 0,36% | Acciones |
| CWM, LLC | $1 736 639 | 73 245 | 0,33% | Acciones |
| JPMORGAN CHASE & CO | $1 721 855 | 55 490 | 0,33% | Acciones |
| Gator Capital Management, LLC | $1 692 462 | 54 420 | 0,32% | Acciones |
| Wealth Forward, LLC | $1 587 811 | 50 279 | 0,30% | Acciones |
| Squarepoint Ops LLC | $1 536 931 | 49 419 | 0,29% | Acciones |
Informantes de la empresa 26 insiders · 12 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Katie A Lorenson | Chief Executive Officer | 26 de febrero de 2026 A | 58 531 | 0 | 0 | $0 |
| Alan Villalon | EVP & Chief Financial Officer | 26 de febrero de 2026 A | 15 719 | 0 | 0 | $0 |
| Karin M Taylor | EVP and COO | 26 de febrero de 2026 A | 28 590 | 0 | 0 | $0 |
| Kari Koob | SVP, Controller | 14 de septiembre de 2026 S | 503 | 0 | 1 | $-19 779 |
| Forrest Wilson | EVP & Chief Ret. Svcs. Officer | 26 de febrero de 2026 A | 14 204 | 0 | 0 | $0 |
| Missy Keney | Chief Engagement Officer | 26 de febrero de 2026 A | 10 206 | 0 | 0 | $0 |
| Jim Collins | EVP, CBO & CRO | 26 de febrero de 2026 A | 16 108 | 0 | 0 | $0 |
| Jon Hendry | Chief Technology Officer & EVP | 2 de enero de 2025 M | 55 867 | 0 | 0 | $0 |
| Jerrod Hanson | Chief Accounting Officer | 30 de enero de 2023 P | 12 700 | 0 | 0 | $0 |
| Ann Mcconn | EVP and Chief/SSO | 17 de mayo de 2022 G | 52 164 | 0 | 0 | $0 |
| Ryan Goldberg | Chief Revenue Officer | 17 de febrero de 2021 A | 11 820 | 0 | 0 | $0 |
| Kris Compton | Executive Vice President/ CSO | 17 de septiembre de 2019 P | 166 138 | 0 | 0 | $0 |
| Randy L Newman | Consejero | 22 de septiembre de 2026 G | 219 963 | 0 | 0 | $0 |
| Jeffrey Bolton | Consejero | 1 de septiembre de 2026 P | 15 163 | 2 | 0 | $61 170 |
| John Uribe | Consejero | 22 de mayo de 2026 A | 7 352 | 0 | 0 | $0 |
| Nikki Sorum | Consejero | 22 de mayo de 2026 A | 7 352 | 0 | 0 | $0 |
| Mary Zimmer | Consejero | 22 de mayo de 2026 A | 12 374 | 0 | 0 | $0 |
| Daniel E Coughlin | Consejero | 22 de mayo de 2026 A | 49 083 | 0 | 0 | $0 |
| Janet O Estep | Consejero | 22 de mayo de 2026 A | 14 841 | 0 | 0 | $0 |
| Galen G Vetter | Consejero | 22 de mayo de 2026 A | 27 311 | 0 | 0 | $0 |
| Kevin D Lemke | Consejero | 8 de mayo de 2023 A | 84 570 | 0 | 0 | $0 |
| Michael S Mathews | Consejero | 8 de mayo de 2023 A | 10 324 | 0 | 0 | $0 |
| Jill Schurtz | Consejero | 15 de noviembre de 2021 A | 500 | 0 | 0 | $0 |
| Karen Bohn | Consejero | 12 de mayo de 2021 A | 46 004 | 0 | 0 | $0 |
| Sally J Smith | Consejero | 12 de mayo de 2021 A | 90 994 | 0 | 0 | $0 |
| Lloyd G Case | Consejero | 28 de mayo de 2020 A | 42 775 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 38 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| IWC · iShares Trust | 0,19% | 82 535 SH | 11 de septiembre de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 20 912 SH | 19 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,03% | 5 779 SH | 19 de agosto de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,03% | 66 604 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 627 496 SH | 11 de septiembre de 2026 | Diario |
| RSSL · Global X Funds | 0,03% | 11 471 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 1 933 SH | 23 de octubre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 19 067 SH | 23 de octubre de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 138 188 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,02% | 83 705 NS | 31 de julio de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 76 227 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 289 626 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 37 574 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 1 236 NS | 31 de julio de 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0,00% | 709 SH | 19 de octubre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 1 679 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 32 122 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 137 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 6 041 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 33 922 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 6 581 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 5 740 SH | 9 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 4 320 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 635 021 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 812 SH | 19 de agosto de 2026 | Diario |
| PXH · Invesco Exchange-Traded Fund Trust … | 0,00% | 1 976 600 SH | 14 de octubre de 2026 | Diario |
| EEMO · Invesco Exchange-Traded Fund Trust … | 0,00% | 11 439 SH | 6 de octubre de 2026 | Diario |
| EEM · iShares, Inc. | 0,00% | 9 805 890 SH | 19 de agosto de 2026 | Diario |
| BKF · iShares, Inc. | 0,00% | 83 790 SH | 19 de agosto de 2026 | Diario |
| PICK · iShares, Inc. | 0,00% | 2 886 002 SH | 11 de septiembre de 2026 | Diario |
| IEMG · iShares, Inc. | 0,00% | 22 555 750 SH | 10 de septiembre de 2026 | Diario |
| EMXC · iShares, Inc. | 0,00% | 1 271 273 SH | 11 de septiembre de 2026 | Diario |
| ACWX · iShares Trust | 0,00% | 504 040 SH | 26 de agosto de 2026 | Diario |
| ACWI · iShares Trust | 0,00% | 472 000 SH | 19 de agosto de 2026 | Diario |
| IXUS · iShares Trust | 0,00% | 2 008 230 SH | 8 de septiembre de 2026 | Diario |
| CRBN · iShares Trust | 0,00% | 184 910 SH | 19 de agosto de 2026 | Diario |
| GLOF · iShares Trust | 0,00% | 59 760 SH | 4 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 233 271 SH | 11 de septiembre de 2026 | Diario |
ALRS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 11 analistas
COMPRA
Objetivo mediano
$35.00
+8,6%
2 18,2%
Compra fuerte
4 36,4%
Compra
5 45,5%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
5 analistas · 2026-10-22Objetivo medio $35.20 +9,2%
Ahora
Precio Actual $32.24
Mín$32.00
Media$35.20
Máx$38.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ALRS | $572M | 33.1 | 1.1% | 7.8% | 3.3% | · |
| APO | $83.81B | 26.1 | 22.7% | 10.9% | 17.2% | · |
| CRBG | · | -44.4 | -1.2% | · | · | · |
| EQH | · | -9.9 | -6.1% | · | · | · |
| JXN | $7.13B | -444.4 | 104.3% | 0.40% | 0.27% | · |
| VOYA | $6.99B | 11.8 | 1.7% | 8.0% | 14.6% | · |
| SOR | · | · | · | · | · | · |
| NEWT | · | · | · | · | · | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Ago 3, 2026